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Retirement tax questions
First, you have to be at least 70 1/2 years of age, If you are not, then you will never seen the questions about QCDs.
Next, the 1099-R has to be from an IRA (not a 401(k) plan).
After the 1099-R form is entered, you may see questions about the origin of the IRA vis-a-vis a state.
Next, did you inherit the IRA?
Next, if you are 72 1/2, you will see after you enter the 1099-R a question about your RMD.
Next, whether or nor you see the RMD question, if you are 70 1/2 you will see the QCD question.
The most common issue is that you are not old enough, so TurboTax does not even show you the questions.
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‎April 10, 2023
7:04 PM